About Us

Our Team

Katie Sivic, CPA
Katie earned a Bachelor of Science in Business Administration Accountancy from John Carroll University and a MBA from St. Bonaventure University. Katie comes to us from a well known regional accounting firm, where she was a manager for several years. Katie has over 13 years of experience in preparing individual, corporate, trust and not-for-profit tax returns.

Katie specializes in assisting clients with the following:

  • Advise clients on tax planning.
  • Calculate quarterly tax estimates.
  • Identify and resolve audit and tax issues.
  • Works with financial planers to review tax implications on investment choices.